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Home > Institutional Investor > Retirement Solution Inc. > Profile

Instuitional Investor - Retirement Solution Inc.

Fund Profile
Filing Period:
Fund Name: Retirement Solution Inc.
Portfolio Value $453,660,921
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 5,434,605 $256,350,336 56.51%
2.
Dfa Invt Dimensions Group In
 1,306,105 $54,738,866 12.07%
3.
Dimensional Etf Trust
 DFAC 414,579 $34,422,506 7.59%
4.
Dfa Invt Dimensions Group In
 654,275 $24,515,687 5.4%
5.
Dimensional Etf Trust
 DFAC 344,027 $15,539,678 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.